Team Members: Setup and Permissions

You can invite new team members to your organization in your Team Settings under Manage Organization.

Owners have unrestricted access to organization, billing, team settings, and Admin access on all projects. Member access is customizable; each Member can be provided specific permissions that can be applied to the organization, all projects or individual projects.

Watch this short video to learn more.

Manage Your Team

Add Team Member

1) Select Add Team Member

You can invite new team members to the organization by clicking the Add Team Member button.

2) Add the new Team Member

1. Enter their full name
2. Enter their email address
3. Select their role as Owner or Member (see below)
4. Click Add team member to invite them to your team.
5. An email invitation will be sent to them.
6. They will need to click the link in the invitation email, so their email address can be confirmed.

Resend Invite

If one of your team members has yet to confirm their email address, you might want to click the Resend Invite button next to their name.

Update Team Member

At any time you can select the Manage Access button for a team member and modify their permissions. Simply choose the new permissions and select Save.

Remove Team Member

If you no longer need a specific team member in your organization, you can remove them by clicking the Remove member link at the bottom of the Access Permissions dialog for that member.

Search for a Team Member

You can use the search option to find a team member using their name or email address.

Roles

Owner Role

Owners have all Organization Permissions and all Projects Permissions.

Member Role

For any Member, you’ll have to customize their access and permissions.

Permissions

Organization Permissions

Organization Permissions are applied to the entire Organization.

Project Permissions

Project Permissions can be applied to all Projects or specific Projects in the Organization.